Energy and shipping, opinion
Ninety per cent of Ukraine's steel has stopped. Seventeen of its workers are dead.
Kyiv Post reports that Russian ballistic missiles have halted the three plants behind 90 per cent of Ukraine's steel, killing 17 workers. The language of idled capacity is the wrong language for what the owners describe.
What we don’t know
- Whether the eight Zaporizhstal employees killed on Aug. 11 are counted among the 17 dead or are additional to them.
- Whether Zaporizhstal resumed any production between its Aug. 11 halt and the early-September barrages.
- How long repairs will take. Metinvest says it cannot tell whether the answer is days or years.
- What Russia says it was aiming at, and whether any output from the plants reached military use, which Metinvest denies for Zaporizhstal.
- The names of the dead and how the 17 deaths divide among the three plants.
- Whether the casualty, output and missile counts have been verified by anyone other than the companies and the newspapers reporting them.
In early September, Russian ballistic missiles disabled the blast furnaces at three steel plants in Ukraine’s Zaporizhzhia and Dnipropetrovsk regions and killed 17 of the people who worked in them, the Kyiv Post reports.1 These were the country’s three remaining large-scale metallurgical plants, and together they accounted for 90 per cent of its steel output.1 Their owners, Metinvest and ArcelorMittal, have confirmed that all production is suspended.1
Now attend to the vocabulary. In the report a struck mill is “the idled enterprise”, the stoppage is an “indefinite idling”, and the missiles have “cast uncertainty over the future of the nation’s metallurgical sector”.1 A mill is idled by a slump, a lockout or a public holiday. These mills were hit with ballistic missiles, and seventeen of the people who worked in them were killed.1 The business dialect does the attacker a favour it does not intend: it files a killing under capacity. “Idled” is wrong in the way a wrong figure is wrong.
The plain sentence comes from a company executive. “As of today, [Ukraine] no longer has a steel industry,” Oleksandr Vodoviz, head of the office of the chief executive at Metinvest, told the Financial Times, as quoted by the Kyiv Post.1 The same passage quotes Vodoviz further: “They knew everything about the plant, they knew exactly where to hit.”1 That is a claim by an interested party and I treat it as one. It sits beside the newspaper’s own description of precision strikes aimed specifically at blast furnace infrastructure at two Metinvest enterprises and at ArcelorMittal’s Kryvyi Rih steelworks.1
Four strikes on one mill
Zaporizhstal is, in the report’s description, one of Ukraine’s oldest and largest steel mills, and Metinvest says Russian forces have launched 17 ballistic missiles at it since August.1 The plant first halted output on Aug. 11, after a strike that killed eight employees, wounded 28 others and destroyed core power distribution systems.1 Missiles hit the site again on Aug. 27 and Sept. 12, damaging blast furnace workshops, open-hearth facilities, electrical networks and transport links.1 At dawn on Thursday, Sept. 17, two more struck production workshops and internal rail infrastructure, the fourth missile strike on the plant in five weeks.1 One worker was injured and had to be extracted from collapsed masonry.1
I do not know whether the eight killed in August are counted among the seventeen, and I will not perform arithmetic the report has not performed.
Metinvest’s chief operating officer, Oleksandr Myronenko, characterises the repeated attacks on an already stopped plant as a deliberate strategy to prevent reconstruction and eliminate Ukraine’s basic industrial foundation.1 The Kyiv Post says in its own voice that the later strikes systematically targeted damaged facilities to prevent repair.1 Intent is the hardest thing to source, and what I have is the reading of the company struck and of the paper reporting it. I say only that a mill hit four times in five weeks does not look to me like an accident.
Myronenko also says Zaporizhstal produced pig iron and rolled steel exclusively for civilian use.1 That is a company describing its own product. But suppose it is true to the last tonne. The report’s own list of what the shutdown threatens is a state budget deprived of corporate tax revenue and of the foreign currency earned by industrial exports, and, on Vodoviz’s count, the imperilled livelihoods of more than 15,000 employees.1 A country at war fights with its treasury and its payroll as well as its army. On the attacker’s logic, as I read it, a mill is no less a target for being civilian. It may be a better one.
The report supplies its own history. Before the full-scale invasion that began in 2022, Ukraine ranked among the world’s leading steel exporters.1 The sector’s losses began with the destruction and occupation of the Azovstal and Illich works in Mariupol, and were compounded by recurrent power grid disruptions and bottlenecks in the Black Sea shipping corridors.1 What is alike is plain enough: steelmaking lost to the war. What is unlike is the method. Occupation is work done by soldiers who arrive and stay. What is reported this month was done by missiles.1
An industry that outlived the loss of Azovstal and Illich, that kept producing through the failures of the grid and the bottlenecks at sea, that still employed more than 15,000 people and still earned the state its taxes and its foreign currency, has been brought to a halt, on its owners’ account, by somebody who knew exactly where the blast furnaces were.1 If Vodoviz is right, a floor plan was enough.
How long this lasts is, on the companies’ account, unknown: engineers have been unable to establish a timeline, and technical teams are still assessing whether the damaged components can be restored.1 “Right now we do not understand how long repairs will take – days, weeks, months, or years,” Vodoviz said.1 The accounts, meanwhile, have done what accounts do. Zaporizhstal posted a net loss of Hr 1.06 billion ($23.7 million) for the first half of 2026, against a net profit of Hr 1.37 billion ($30.7 million) in the same period of 2025.1 That is the kind of number a sector report is built to hold. Seventeen dead steelworkers is another kind, and I judge any account of this month by which of the two it remembers.
So I decline the word. Three plants that made 90 per cent of a country’s steel were not idled. They were struck by ballistic missiles aimed, on the newspaper’s account and the owners’, at their blast furnaces, and 17 workers were killed.1 One of those plants has been hit four times in five weeks, and the worker pulled from its masonry on Sept. 17 was injured at what the report itself calls an idled enterprise.1 The executive who speaks for its owner cannot say whether repairs will take days or years.1 Neither can I.
Keep the evidence open.
This will change. We will tell you when.
Sources
Corrections and updates
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